I think Tesla really believes the credit for the 3 (at least the SR3) will go away next year so they are going to use the tax credit as a lure for US buyers and then refresh 3 to drive up demand for next year if the tax credit goes away.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Agreed that the SR models were silly.
Still, we all know how this is going to be portrayed tomorrow and we’ll likely hear more from Wall St on the S/X price cuts than we will the Highland 3
Rashomon
Member
I was wrong: It only has a 4.8 percent improvement in CD, from 0.23 to 0.219. Overall, though, they’re claiming a 12 percent efficiency improvement. Better tires, too, and driveline efficiency improvements. Tesla is apparently splitting the difference: slightly smaller packs AND improved range.
As participants in this Investors thread, I see a few people obsessing a bit much over the day to day SP actions. If thats your concern, join us over at the other thread. At least we try to predict, not react. The long term picture is still good nothing to worry about.
Mike Smith
Active Member
I'm guessing the reason for this is that with the new H100 cluster and V12 they want to increase data collection.
If that’s the case then the best would be to drop the monthly membership for FSD to $99 for 6months. That will bring way more data from more people willing to pay that instead of $12k. Many more will pay the $12k after and many will still pay the $199 after the 6months, I think.
Mike Smith
Active Member
Remember when the Model Y first came out Sandy Munro said it was cheaper to make than a Model 3, so there was lots of room for improvement. With 50% of parts changed, almost all of which were done to reduce cost, I'm guessing new Model 3 is 10-15% cheaper to make than old Model 3.
insaneoctane
Well-Known Member
Wow what a shotgun blast of changes tonight. No clue how WS reacts to this...
Buckminster
Well-Known Member
Threads of the day:
Wiki - Selling TSLA Options - Be the House The other thread - pls don't clog up
Project Highland (Investor impact etc.) It's lux baby! (but not yet in USA)
MY 2024 Refresh - Project Juniper? Let the speculation begin!
HW4 & HW5 Discussion CT and Highland have bumper camera
EV and Battery Credits New Model X for $67,490 after incentives - anyone moving to Colorado?
FSD discussion FSD now $12k
4680 Cathode & Anode discussion for investors SiC is sick
Launch is Imminent Under the frunk look of dual motor variant CT
Wiki - Selling TSLA Options - Be the House The other thread - pls don't clog up
Project Highland (Investor impact etc.) It's lux baby! (but not yet in USA)
MY 2024 Refresh - Project Juniper? Let the speculation begin!
HW4 & HW5 Discussion CT and Highland have bumper camera
EV and Battery Credits New Model X for $67,490 after incentives - anyone moving to Colorado?
FSD discussion FSD now $12k
4680 Cathode & Anode discussion for investors SiC is sick
Launch is Imminent Under the frunk look of dual motor variant CT
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Yet another buying opportunity.
In Europe too, along with a hefty price-reduction... good time to order that new Model S @NicoV?
I will personally upgrade from EAP to FSD if they reduce that, it's still priced at €3700, but I expect they didn't get around to that yet
On the down-side, my Model X Plaid just lost around €30k in value...
And I believe that this will make the MX qualify for the $7500 in the US, no?
Problem I have with this is that Tesla introduced this option, what was it, 3 weeks ago and now it's gone... Doesn't look like the whole thing was well thought out at all
But I'm glad to see it gone, was a dumb idea
The SR S/X probably didn’t increase sales enough. Good for us (people waiting for a price decrease).
Note that the new pricing is more in line with the S/X pricing from before the pandemic. With lowering material costs, Tesla probably still has nice margins on the new pricing. And if not, it’s less than 10% of Tesla’s sales, so not very material for the EPS.
Dikkie Dik
If gets hard, use hammer
Has this been shared amid the Highland tsunami? Power outlets CyberTruck are located in the Frunk:
Right in the middle you can see the panel, I have no clue about American plugs so have a look.
From this post on X
Right in the middle you can see the panel, I have no clue about American plugs so have a look.
From this post on X
Yes and look at that nice red/black cable bundle with clamps! Or wait, those are perhaps part of the mesuring device with power outlets… (Really IDK, just a thougth).
Mike Smith
Active Member
I seriously doubt that. I guess up $5-10. WS is going to love the looks and features of this refresh (which it's been wanting for a long time), and they're raising the price while reducing cost.Wth lol. Way to overshadow your own product announcement Tesla.
TSLA definitely dumping tomorrow
Dikkie Dik
If gets hard, use hammer
I see what you mean, but the outlet box seems nicely fitted to that back strip. There are some loose boxes to the side and on top though:
I don’t know, seems like a perfect spot for outlets. Shielded from the rain, and outlets in the back could be obstructed by cargo.
Carl Raymond
Active Member
Both locations is my guess. In the frunk they’re a big selling point for tradies who will use frunk as tool locker. By configuring a permanent tool battery charge station there they save set up time on every job that requires battery swap. Also prevents their batteries being nicked (accidentally borrowed).
Looks like an ecoflow powerbank. Probably not something Tesla would fit in their cars
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